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Lee Tracy

Advisor at Ameriprise

Updated today

Location

Pipestone, MN 56164-2120

Credentials

Series 63

Industry experience

32 years

About

Lee Tracy is a financial advisor with Ameriprise in Pipestone, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, he has involvement in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven and algorithm-supported recommendations with a focus on tax efficiency and asset management within Ameriprise accounts.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

205 8 Th Ave. Se

Pipestone, MN 56164-2120

Most active in

Minnesota · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

1993 - 2020 (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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